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Ishares Tr dev val factor shares owned by IHT Wealth Management

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by IHT Wealth Management from 13F filings

Historical chart of IHT Wealth Management investment in Ishares Tr dev val factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr dev val factor held by IHT Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr dev val factor by IHT Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 129k 35.48
2025-06-30 $5.1M 155k 32.89

More positions owned by IHT Wealth Management

Apple (AAPL)
Wisdomtree Floating Floatng Rat Trea (USFR)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Invesco Qqq Unit Ser 1 (QQQ)
Spdr Portfolio Prtflo S&p500 Vl (SPYV)
Ishares Core Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Portfolio Portfolio S&p500 (SPLG)
Spdr Portfolio Prtflo S&p500 Gw (SPYG)
First Trust Ft Vest Fd Of Bu (BUFR)
Amazon (AMZN)
ISHARES 20 Plus 20 Yr Tr Bd Etf (TLT)
Ishares Msci Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq Nasdaq 100 Etf (QQQM)

View all positions for IHT Wealth Management

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Jpmorgan Chase & Co
Mercer Global Advisors
Colony
Savvy Advisors
KWB Wealth
Kathmere Capital Management
Morgan Stanley
LPL Financial
TCG Advisory Services
Armbruster Capital Management
Wealth Enhancement Advisory Services
Janney Montgomery Scott
EP Wealth Advisors

View all funds holding Ishares Tr dev val factor